Consulting Required Data

  • Your Company PEO contract and/or proposals and any amendments to the contracts
  • The detail payroll records (cumulative year to date information) for the first and last payroll for the past two years. (We are HIPAA compliant, we don't collect personal or corporate IDs/SS#)
  • The detail payroll records (cumulative year to date information) for the first and most recent payroll for the current year.
  • The invoice and cost detail from the company's PEO for the corresponding payrolls from above (first and last invoice and cost detail from payrolls of the last two years and the first and most recent invoice and cost detail from the current year).
  • Description of health insurance plan and rates
  • Any additional information regarding your relationship status with your PEO.
  • Loss experience currently valued if in a claims sensitive plan

PEO Core Four


Leverage economies of scale to combat rising costs of healthcare

Improve cash flow by eliminating down payment and audit premium

Manage compliance and receive support for employee recruitment, management, and retention

Leverage technology and easily integrate with your systems to achieve efficiency